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The company is working with Alien, Matrics, Texas Instruments, and Phillips, among others, in a variety of roles. | 0 | neutral |
Pricing remains tough and key markets such as Germany have shown no signs of a pick-up. | 2 | negative |
COMPANY DESCRIPTION Clear Channel Communications, a diversified media and entertainment company, is one of the world's premier operators of radio stations, television stations, and outdoor advertising venues. | 0 | neutral |
Cardinal's cash balance as of F2Q05 was $1.3 billion, including $419.5 million of cash held by foreign subsidiaries. | 0 | neutral |
We actually believe normalized results at FBF were a penny or two higher than the reported EPS of $0.71, which reflect EPS growth of more than 30%. | 1 | positive |
Second quarter European growth was negatively impacted by a smaller number of billing days associated with the timing of Easter, which had an estimated drag of 4%. | 2 | negative |
The incremental expenses impact EPS by about $0.12 (R&D of $10mm and SG&A of $10mm). | 2 | negative |
Currently, the drug is mainly used in pediatric leukemia patients and current Clolar sales are <$100 million. | 0 | neutral |
SUNW: No Change to Guidance on Mid-Quarter Update. | 0 | neutral |
Higher natural gas prices are passed through in the firm's on-site Hydrogen business. | 0 | neutral |
We believe that these new procedures should serve to limit the number of fraudulent customers going forward, which should result in a more legitimate "sub-prime" customer base in the future.. | 1 | positive |
Prior guidance suggested that net yields would be flat for 2001, with yields improving in the second half. | 1 | positive |
The yield on these assets is about 6.05% while the average rate on the liabilities to be repaid is about 5.03%, meaning the company will forgo about 102 basis points of spread income on the $10.0B. | 1 | positive |
D-mab was generally in-line with Fosamax on SAEs, both trending above placebo (18% (dmab), 17% (Fosamax), 11% (placebo)). | 0 | neutral |
They effectively speculated the future of the company on a mid-upper income consumer willing to pay a lot more for a little better experience. | 2 | negative |
Still, even in 2003, we have profits for this segment still well below the 2000 peak. | 2 | negative |
Instead, they are entering the business through purchase, with some of the acquisition premium paid to AT&T shareholders a proxy for the start-up costs, in our view. | 0 | neutral |
While we are unsure of the exact launch timing of Watson's generic, due to uncertainties regarding the exclusivity transfer, the tentative approval for Impax significantly raises visibility on an H1:2004 launch, and bolsters our conviction in our 15-20% 2004 EPS growth target for Watson. | 1 | positive |
Investment Thesis: General Mills' relatively healthy, profitable, and fast-growing products suggest aboveindustry profit growth, particularly as cash flow improves. | 1 | positive |
As always, the Guide includes a discussion of most of the public companies in the sector; some 58 companies primarily in the aluminum, steel, stainless steel sectors, but their reach extends into titanium, oil pipe, zinc, nickel, and lead.. | 0 | neutral |
We've raised our fiscal 2000 EPS estimate to $1.05 from $0.95 and have established a fiscal 2001 forecast of $1.25. | 1 | positive |
Moreover, although the additional equity should provide some dilution to EPS (mainly '03), it also accelerates debt reduction and allows for the enhanced financial flexibility (minimal near-term maturities) under the new credit facility.. | 1 | positive |
Yahoo! posted an operating margin of 37.6% (ahead of our 35.0% estimate), equating to $102 million versus our estimate of $88 million. | 0 | neutral |
We estimate that dollar demand for high-pressure laminates should grow at an annual rate of 6% through 2007 compared to a rate of 5% during 1997-2002. | 1 | positive |
The Telecom Act of '96 does not mandate network unbundling for cable operators like it does for incumbent local exchange carriers, a specific distinction in the law that the FCC can point to as justification for a different regulatory framework for cable than incumbent local exchange carriers. | 0 | neutral |
Finally, Baxter has a Phase IV trial planned to study the use of Advate in prophylaxis therapy and with various other dosing regimens. | 0 | neutral |
The PFS business contributes roughly half of Northern's total revenues, with commercial and institutional services making up the other half. | 0 | neutral |
Costs associated with the management of cervical cancer risk and treatment are also enormous, estimated to total in excess of $6 billion annually. | 2 | negative |
...Though Debates About `Fragmentation' Versus `Capacity' Will Likely Continue To Serve As The Primary Drivers Of Aircraft Development Programs. | 0 | neutral |
Volume trends appear robust relative to historical trends as CME February volumes have generally declined from January levels. | 1 | positive |
Sprint is concerned with two main regulatory issues: 1) VOIP "phone to phone VOIP should pay access charges," and 2) intercarrier compensation. | 2 | negative |
Specialty Finance: As has been the case over the past few years, Tom Hallman's specialty finance division remains the current key to the overall growth and profitability equation. | 0 | neutral |
As far as micro-payments, they are interesting, but do not give fraud protection like a Visa or MasterCard. | 0 | neutral |
The Home Depot, Inc. is the world's largest home improvement chain and second-largest retailer. | 0 | neutral |
Highlights: o CBS reported ATCF per share of $0.46 in the third quarter, which was ahead of expectations. | 1 | positive |
Abbott's quality of earnings, however, is questionable. | 2 | negative |
Licensed sports apparel sales are somewhat less fashion sensitive than perceived by. | 0 | neutral |
Some of the depth of the price cuts by AMD indicated in the tables below may be AMD adjusting list pricing to reflect price drops that occurred in reality some 2-3 months earlier. | 0 | neutral |
CFO Hund believes that in a mild recession operating earnings would perhaps fall 10-15%, with a more severe 20%+ decline less likely. | 2 | negative |
The 2.5G connectivity of the iPhone has struck many European consumers as inappropriate for such an advanced (and pricey) device. | 2 | negative |
MTV will deliver ring tones, text updates and video. | 0 | neutral |
During the fourth quarter, revenues on a managed basis, totaled $4.6 billion, increasing by 6% from Q3 and by 29% from Q4 a year ago. | 1 | positive |
Interspersed with Nextel's spectrum was similar pieces of spectrum given to public safety users (police, fire departments, etc) and private companies (delivery fleets, manufacturers, etc) to operate their own wireless networks. | 0 | neutral |
Though this may have been true under previous leadership, Mr. | 0 | neutral |
ADCs top line and bottom line results continue to be driven by these favorable macro conditions including strong demand for Broadband connectivity, productivity improvements, ongoing acquisitions, and strong cash management. | 1 | positive |
Medtronic has over 40% share in the $1.4 billion spinal hardware market, which is growing 20-22%.. | 1 | positive |
During the past 15 years, Micron has historically traded at a median 2.6x multiple on a price to sales basis but this includes the bubble period. | 0 | neutral |
We think the stock may have upside potential if raw material costs ease but do not find the current valuation of 19.3x our calendar 2006E compelling. | 1 | positive |
CESR (carrier Ethernet switch and router) Through its SandBurst acquisition in CY06, Broadcom has aggressively focused on this market. | 0 | neutral |
SGP states that the FDA is satisfied with the data it has been provided, and the questions asked by the FDA don't suggest any particular problems with the device. | 1 | positive |
They saw significant demand as they retrofit diesels in the city of Tokyo. | 0 | neutral |
We are assuming fourth quarter Prevnar sales will show a solid sequential recovery to the $172 million level, bringing full year 2002 sales in at $585 million. | 1 | positive |
Estimates for 1999 are pro forma, including a full 12 months for all pending acquisitions.. | 0 | neutral |
Revenue Outlook For fiscal 2009, we currently forecast revenues of $13.99 billion compared with consensus of $13.93 billion. | 0 | neutral |
Second, earnings quality and visibility is above average (relative to other sectors), in our view, notwithstanding first quarter premium contraction. | 1 | positive |
However, based on current estimates, BMY does not appear cheap either. | 0 | neutral |
Specifically, the company plans to deploy DWDM systems in its interoffice links by the end of this year and in the access portion of the network next year. | 0 | neutral |
Pro forma for recently announced deals, Hispanic Broadcasting Corporation (HBC) owns and operates 64 radio stations, 16 AMs, and 48 FMs, in 16 of the top 25 Hispanic markets. | 0 | neutral |
Contractual backlog totaled $98.1 billion at quarter-end, up from $86.7 billion last quarter and from $68.2 billion last year. | 0 | neutral |
Current highend cable modems today are specified under the DOCSIS2.0 standard to deliver theoretical peak speeds of 38Mbps (downlink) and 30Mbps (uplink). | 0 | neutral |
We note that the Yahoo! By Phone service in its current form utilizes key-pad entry for menu selection, unlike some competitors in the voice portal space with full voice enablement technology (i.e., they utilize voice recognition for menu selection/input and text to speech for output). | 0 | neutral |
That means the retailer has to negotiate a lease termination with SPG. | 0 | neutral |
Acquisitions also are a use of cash, but typically acquired companies want stock for payment consideration. | 0 | neutral |
Death from cardiovascular causes occurred less frequently among prasugrel-treated patients than Plavixtreated patients (2.1% versus 2.4%, or 133 versus 150 patients, p=0.31), as did all-cause death (3.0% versus 3.2%, or 188 versus 197 patients, p=0.64). | 0 | neutral |
The company also spent a fair amount of time on SFS, or the Stanley Fulfillment System. | 0 | neutral |
Market research conducted by Allergan has indicated strong interest in this product by both physicians and consumers. | 1 | positive |
Our outlook for life & health division returns also remains negative. | 2 | negative |
Raising Q2 Comp Targets--Maintaining Market Perform Rating. | 1 | positive |
We believe that these multiples will expand as the company eventually gains approval to enter the long distance market, takes market share, and demonstrates double-digit growth with consistency. | 1 | positive |
We are lowering our 2001 "cash" EPS estimate to $0.72 from $0.74. | 2 | negative |
A partial restatement incorporating some of OFHEO's criticisms coupled with the prospective changes that Fannie has agreed to should be enough to satisfy the SEC, as many of the issues appear to be a difference of opinion between auditors. | 0 | neutral |
We believe a 9x multiple in a helpwanted recovery is reasonable and is in-line with current newspaper trading multiples. | 0 | neutral |
In our opinion, GIS still trades at a modest discount to the food group based on calendar 2003 earnings. | 0 | neutral |
We also expect completion of the Vitaxin rheumatoid arthritis (intravenous dosing) Phase I/II trial by year-end, with data presented at the next appropriate medical meeting. | 0 | neutral |
Mortgage 2% Electronic Banking 5% Capital Markets 10%. | 0 | neutral |
Increased mix of such products improves gross margins, as we saw this quarter. | 1 | positive |
This $16.2 million increase in the provision was caused by various factors including: the charge-off of the remaining amount outstanding on the unsecured loan to Enron Corp.; a partial charge-off on another large commercial loan; and the migration of certain loans to weaker rated credit categories brought on by the pro... | 2 | negative |
LabCorp is the #2 provider of clinical laboratory testing in North America, with annual revenue of $3.1 billion in 2004, testing over 360,000 specimens daily for over 220,000 clients nationwide. | 0 | neutral |
The company also impressively rebalanced bill rates and wage rates, which had slipped slightly out of sync in 3Q01. | 1 | positive |
We have maintained our $1.60 per share estimate, which compares to $1.55 per share in 2003, excluding non-recurring items. | 0 | neutral |
We look for free cash flow after dividends to total approximately $300 million in 2000. | 0 | neutral |
1. Reallocate investment opportunities to high growth portfolio opportunities - The company announced plans to shift the use of resources towards business lines with above average growth in order to drive growth in revenue. | 1 | positive |
Suffice to say, $600 million of new products in nine weeks speaks loudly about EMC's capabilities. | 1 | positive |
The company does not anticipate further deterioration, and expects medical cost trends and pricing to hold up at roughly current levels. | 0 | neutral |
If comp store performance deteriorates, this could also cause the stock to fall from current levels. | 2 | negative |
An unsuccessful product, on the other hand, could cost a manufacturer $12 million in pretax losses (see Exhibit 3). | 2 | negative |
Figure 4: Shell's European Refining Rationalisation....Lots to Do in 2000!. | 0 | neutral |
The challenge for Tiffany in fine jewelry is twofold: (1) support the bridal engagement category with non-solitaire rings (i.e., gemstone band rings) as consumer tastes shift away from the diamond solitaire category, and (2) introduce more modern styles into the fashion jewelry assortments without denigrating the tradi... | 2 | negative |
Zetia's approval is critical to Merck plans for protecting Zocor's pending patent expiration in 2006, particularly with a fixed dose Zocor/Zetia combination drug now in Phase III clinical development. | 0 | neutral |
been a more aggressive user of guaranteed comp, in the recruitment of very highly compensated bankers and others, than many other firms. | 0 | neutral |
A summary of the call follows: � The company refuted some of the woollier rumors that floated through the market on Thursday and Friday, including the allegations that the FBI had raided the company's headquarters, that the company could trip its senior debt covenants, that the CEO had "stormed out of an investor ... | 0 | neutral |
The deposit is projected to produce an average of 190,000 ounces of gold annually to Placer Dome's account for six years beginning in 2002.. | 0 | neutral |
comprised mostly of PBMS, increased from 6.7% a year ago and 6.1% in 3Q to 7.6% in 4Q.) During the fourth quarter, PBMS signed an agreement with the U.S. General Services Administration to make mail and document management services available to federal agencies. | 1 | positive |
The commercial card business is segmented into three categories. | 0 | neutral |
However, management expects the receivables to turn around in the second half of the year in conjunction with the Sears MasterCard rollout. | 1 | positive |
An incremental slowdown in mortgage refinance activity and a seasonal uptick in consumer spending beginning in August should complement the internal growth of maturing accounts. | 1 | positive |
Earnings Expectations: We have lowered our 2005 EPS estimate to $4.27 from $4.36 due to a lower than expected net interest margin and higher than expected credit costs. | 2 | negative |
As surveillance radar supplier for Wedgetail, NOC is expected to get about 25% of $1.3 billion contract value over next five years; and the win bolsters its prospects on upcoming foreign AEW competitions (Turkey, three unidentified others). | 1 | positive |
McKesson reported fiscal 1Q06 EPS from operations of $0.55, which was $0.02 better than consensus. | 1 | positive |
Internal Restructurings Resulted In Several Management Changes During 2002. | 0 | neutral |
Subsets and Splits
Balanced Sentiment Sampled Data
Collects a balanced sample of positive, negative, and neutral labeled samples for potential training or analysis, but provides limited insight beyond the selection process itself.